Berger Financial Group, Inc Ishares Russell 2000 ETF Transaction History

Berger Financial Group, Inc

$1.22 Billion
Q4 2024

A detailed history of Berger Financial Group, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Berger Financial Group, Inc holds 1,183 shares of IWM stock, worth $253,883. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,183

Holding current value

$253,883

% of portfolio

0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$216.13 - $242.4 $255,681 - $286,759	1,183 New	1,183 $261,000
Q2 2024 Aug 14, 2024	BUY	$192.84 - $209.44 $122,453 - $132,994	635 Added 63.31%	1,638 $332,000
Q1 2024 Apr 16, 2024	BUY	$189.48 - $210.3 $190,048 - $210,930	1,003 New	1,003 $210,000
Q2 2023 Aug 10, 2023	BUY	$170.4 - $187.93 $182,498 - $201,273	1,071 New	1,071 $200,000
Q4 2022 Jan 30, 2023	BUY	$166.81 - $188.05 $205,343 - $231,489	1,231 New	1,231 $214,000
Q2 2022 Aug 08, 2022	SELL	$163.9 - $207.91 $292,069 - $370,495	-1,782 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$191.52 - $225.32 $27,961 - $32,896	-146 Reduced 7.57%	1,782 $366,000
Q4 2021 Jan 26, 2022	BUY	$212.12 - $242.56 $181,998 - $208,116	858 Added 80.19%	1,928 $429,000
Q4 2020 Feb 02, 2021	BUY	$152.18 - $199.14 $162,832 - $213,079	1,070 New	1,070 $210,000

Others Institutions Holding IWM

# of Institutions

2,938

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Berger Financial Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Berger Financial Group, Inc with notifications on news.

Account

Berger Financial Group, Inc Ishares Russell 2000 ETF Transaction History